You can copy an existing file, rename it, and associate it to a new record.
How to Copy a Document in Docrio
- Navigate to Litify Matters > Matters > select a Matter Name.
- Select the Documents tab > select a FILE NAME.
- Select the Copy icon at the top right. A modal appears.
- Choose the record it should belong to.
- Review the name of the document and rename if necessary.
- Select Copy.
A copy of your file now exists on the designated matter.